U.S. Communications Stock News

Palo Alto Networks (PANW) just landed a multiyear U.S. General Services Administration OneGov deal, giving federal agencies discounted access to its AI security and cloud platforms while shareholders backed fresh incentives and board continuity. See our latest analysis for Palo Alto Networks. Even with the GSA OneGov win and a steady drumbeat of AI security headlines, Palo Alto Networks’ 30 day share price return of minus 6.61 percent and modest year to date share price gain of 6.06 percent...

Hecla Mining’s recent presentation at Scotiabank’s 27th Annual Mining Conference in Toronto came amid its planned addition to the S&P MidCap 400 Index on December 22, 2025, and record-high silver prices supporting its core operations. Together with record quarterly revenue, tighter production guidance, and fresh permits for Nevada exploration, these developments are reshaping how investors view Hecla’s growth pipeline and market profile. We’ll now examine how Hecla’s upcoming S&P MidCap 400...

If you are wondering whether Alexandria Real Estate Equities is a beaten down bargain or a value trap, you are in the right place to unpack what the current share price is really telling us. The stock has inched up 2.6% over the last week even after falling 10.8% over the past month and sliding around 52% year to date, so something has clearly shifted in how the market is reassessing its risk and reward profile. Recent headlines have focused on how life sciences office demand is evolving and...

Earlier this week, Triumph Financial announced that BlueGrace Logistics joined the Triumph Network, integrating Triumph’s TFX payment platform to improve automation, visibility, and flexible payment options for carriers and factoring partners across the freight ecosystem. This move highlights how Triumph’s freight-focused payments technology is becoming embedded in large broker operations, deepening its role in logistics back-office infrastructure. We’ll now examine how Triumph’s deeper...

Atlanticus Holdings Corporation reported that on December 4, 2025, its Mercury subsidiaries refinanced an existing US$750,000,000 term securitization with three-year bonds that offer improved structural features and delivered an immediate coupon rate reduction of more than 200 basis points compared with the prior bonds. Management highlighted that the refinancing meaningfully lowers funding costs for credit products aimed at consumers with less-than-perfect credit histories, while also...

UnitedHealth Group (UNH) is in the spotlight after a sweeping leadership shake up, the return of former CEO Stephen Hemsley, and the suspension of its 2025 outlook, all occurring amid rising medical costs and Department of Justice scrutiny. See our latest analysis for UnitedHealth Group. After months of pressure from rising medical costs, regulatory noise, and leadership upheaval, UnitedHealth Group’s recent 1 month share price return of 6.21% looks more like a tentative rebound than a trend...

Mitek Systems (MITK) just released fresh earnings and 2025 guidance, and the headline is a mixed picture: steady revenue growth with sharply higher full-year profit, but a weaker quarterly bottom line. See our latest analysis for Mitek Systems. The earnings update seems to have reminded investors of Mitek’s steady progress, with the 1 month share price return of 12.15% lifting the latest share price to $10.06, even as the 5 year total shareholder return remains deeply negative and longer term...

Earlier this month, Zeta Global Holdings took part in the 14th Annual ROTH Deer Valley Event in Utah, with its CFO and investor relations leaders outlining the company's latest operational and financial updates to institutional investors. Ahead of and around this event, Manatuck Hill Partners lifted its stake to 705,000 shares valued at US$14.00 million, underscoring growing institutional interest in Zeta Global’s ability to convert product traction and revenue growth into stronger cash...

In December 2025, Verisk announced an expanded collaboration with KYND that embeds KYND’s cyber risk intelligence into Verisk’s Rulebook platform, giving insurers and brokers integrated tools for pricing, underwriting and distribution decisions across major lines of business. This move directly addresses rising cyber vulnerabilities highlighted by KYND’s research on large UK retailers, underscoring how demand for richer cyber risk data is becoming central to insurance risk selection and...

Fermi America disclosed that its prospective first tenant for the Project Matador AI campus in Texas terminated a US$150,000,000 Advance in Aid of Construction agreement, even though no funds had been drawn and lease negotiations are still ongoing. At the same time, Fermi secured an Electric Service Agreement for up to 200 megawatts of grid power and advanced work on water‑saving cooling technology, underscoring that the project’s physical infrastructure is progressing even as anchor...

If you have been wondering whether Cabot is quietly turning into a value opportunity, you are not alone. The recent setup makes it worth a closer look. The stock has bounced about 4.6% over the last week and 10.9% over the last month. Yet it is still down roughly 23.1% year to date and 32.3% over the past year, which is a classic profile for a potential mispricing rather than a broken business. Recent headlines have focused on Cabot's positioning in performance materials and specialty...

Earlier this month, Coeur Mining announced its largest exploration campaign at the Palmarejo gold-silver complex since 2012, drilling about 68,000 meters across multiple vein systems and new targets that cover only a small fraction of its 300 km² land package. The company’s early success in expanding the Hidalgo Corridor, validating Independencia Sur, and making new discoveries at San Miguel, La Unión, and Camuchín points to meaningful mine life extension and additional resource potential...

Union Pacific (UNP) has quietly pushed higher in recent weeks, with shares up about 8% over the past month, prompting investors to revisit what is driving the move and whether the current valuation still makes sense. See our latest analysis for Union Pacific. The recent 7.59% 1 month share price return comes on top of steady gains over the past quarter. With the stock now around $239.95, that upward momentum broadly aligns with Union Pacific’s 3 year total shareholder return of 22.47%,...

Earlier this week, Mercury General director George Gwyer Braunegg increased his stake by purchasing 552 company shares, while Mercury Insurance separately released homeowner education materials clarifying common coverage misconceptions. The insider purchase stands out as a tangible signal of internal confidence at a time when the company is working to deepen policyholder understanding of risk and coverage. We’ll now examine how Braunegg’s insider buying could influence Mercury General’s...

If you are wondering whether Emerson Electric at around $136 a share is still a smart buy or if the easy money has already been made, this breakdown is for you. The stock has slipped about 0.5% over the last week, but is still up 7.1% over the past month, 11.8% year to date, and 87.4% over five years, a pattern that hints at both staying power and shifting expectations. Recently, Emerson has been in the spotlight for its strategic pivot toward higher growth automation and industrial...

Centrus Energy Corp. previously announced it had begun design work on a 150,000-square-foot Training, Operations & Maintenance Facility in Piketon, Ohio, renovating an existing American Centrifuge Plant building to support an intended expansion of Low-Enriched Uranium and High-Assay, Low-Enriched Uranium production. The planned facility, which could house up to 200 new employees and underpins a broader multi-billion-dollar public-private expansion contingent on U.S. Department of Energy...

Ares Management just boosted its stake in Global Business Travel Group (GBTG) by nearly 22%, right after the company beat revenue expectations but missed on earnings, a mix that is giving investors plenty to unpack. See our latest analysis for Global Business Travel Group. That backdrop helps explain why the latest share price of $8.06 comes after a 1 month share price return of 12.26%, even as the year to date share price return is still negative and the 3 year total shareholder return of...

Applied Materials (AMAT) just closed out FY 2025 with Q4 revenue of about $6.8 billion and basic EPS of $2.39, capping a year in which trailing 12 month revenue was $28.4 billion and EPS reached $8.70. Over the last few quarters, the company has seen revenue move from $7.0 billion in Q4 2024 to a range between $6.8 billion and $7.3 billion in FY 2025, while quarterly EPS tracked between $1.46 and $2.64. This sets up a story where investors will be weighing solid top line scale against how...

Four Corners Property Trust (FCPT) has slid roughly 14% this year and about 10% over the past 3 months, pulling the share price back toward levels that income focused real estate investors tend to recheck their assumptions. See our latest analysis for Four Corners Property Trust. That slide has come as investors reassess interest rate expectations and risk across income focused REITs, even as Four Corners continues to post steady rent collection and modest growth in restaurant and retail net...

If you are wondering whether Pinterest at around $25.99 is quietly setting up a value opportunity or just another value trap, you are in the right place. Despite a choppy ride with returns of -2.8% over the last week, -2.4% over the last month, and a -15.0% drop year to date, the stock is still up 4.8% over three years, even though it sits about -63.1% below its five year level. Recently, investors have been reacting more to shifting sentiment around digital ad spending and the platform's...

In recent trading, Hope Bancorp drew attention as investors reacted to the past 25-basis-point Federal Reserve interest rate cut and its more dovish tone, alongside expectations for strong upcoming quarterly earnings. Together, these macro and company-specific factors have sharpened the market’s focus on how Hope Bancorp might perform in a lower-rate setting. With the Federal Reserve’s recent rate cut boosting sentiment around bank earnings, we’ll now examine how this shift could reshape...

Rivian Automotive (RIVN) just used its first Autonomy and AI Day to draw a clear line in the sand, laying out custom in house chips, an autonomy subscription model, and a broader AI driven platform strategy. See our latest analysis for Rivian Automotive. The Autonomy and AI Day has clearly lit a fire under sentiment, with a 1 day share price return of 12.1 percent contributing to a 90 day share price return of 35.4 percent. However, the 3 year total shareholder return of negative 18.1 percent...

Wondering if Shake Shack at around $83 a share is a bargain or a value trap? You are not alone, and this is exactly the kind of stock where a closer look at valuation really matters. The share price has bounced 6.6% over the last week but is still down 8.2% over 30 days, 37.6% year to date and 36.8% over the past year, a volatile mix that hints at shifting views on its growth runway and risk profile. Investors have been reacting to a steady stream of store expansion updates and management...

DICK'S Sporting Goods recently reported strong third-quarter fiscal 2025 performance, with solid comparable sales growth powered by expanding House of Sport and Field House concepts and continued digital channel strength. Management’s decision to raise full-year guidance signals confidence that its differentiated store formats and omnichannel model are resonating with customers despite a fluid macro backdrop. Next, we’ll examine how this upgraded full-year guidance and momentum in...